In Review

In Progress

Completed

Main Roadmap

I want: when configuring categories to be able to set the order of appearance in the list and in the drop-down list in the register So that: have better user experience since certain expenses are more important than others Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

💻 macOS

Configuration

Allow categories to be ordered

Ryan MacAlmon

Right now, we can only budget in the immediate month. It would be great to budget into the future, especially for small businesses.

Budget

Use Case: 🏠 Home

Use Case: 💼 Business

Budget Into The Future

K Registration

I want: to be able to select standard emojis as the category icon So that: I have a better visual of my transactionsUsability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

📱iOS/iPadOS

Transactions

Emoji for category icons

I want: to see a Sankey diagramSo that: I can better visualize cash flow Usability Heuristics: Aesthetic and Minimalist Design

Reports

Create a Sankey diagram report

I want: to see the in and out columns in red and green values; respectively. The out values should also have a negative sign like elsewhere in the tool, reports. So that: there is more consistency in the user interface Usability Heuristics: Consistency and Standards

Envelope register screen - color code in/out columns as red/green values

When creating categories in the configuration module, that are nested under other categories, make the UI expand and collapsibleAs a userI want - the ability when creating categories to expand and collapsible nested categoriesSo that - I have more space in the user interface<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1705374778954.png">

Expand and collapsible UI for Category Creation

I want: to see a register balance and the online balance side-by-side so that: I can quickly determine if there are any adjustments needed. <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1705374052289.png">

Show Register Balance & Online Balance side-by-side

On: Website I want: to have a centralized portal for help, with a centralized search engine So that: the user navigation to read FAQ, Articles, and product documentation is more efficient and more seamless. Usability Heuristics: Help and Documentation In this&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://bit.ly/3ULQK3Q">proof of concept</a>&nbsp;(which took about a week to build), the Freshdesk platform offers a place for customers (a lot of this for free as well)<ul class="tight" data-tight="true"><li>to search for support content - with a global search&nbsp;</li><li>engage in Live Chat</li><li>submit cases</li><li>Follow-up on cases - with better user experience instead of the email and the subject line being ticket number - which is confusing if you have multiple tickets open</li><li>Customer Forums - where customers can engage with each other (replacing Reddit) and where the conversation can be quickly converted into a ticket for support</li></ul>

Other

Create a better support website with centralized help

I want: to be able to turn on the simplified register on the envelope drill-down screen So that: I can have more flexibility in seeing transactions Usability Heuristics: User Control and Freedom, Aesthetic and Minimalist Design, Flexibility and Efficiency of Use, Consistency and Standards

Envelope register screen - allow simplified register

I want: to be able to sort the envelope register screen by date So that: I can have more flexibility in seeing transactions Usability Heuristics: Consistency and Standards, Flexibility and Efficiency of Use

Envelope register screen - allow sorting by date

Allow user to connect to banks using Plaid

Enable Plaid for bank connections

Help Center

Improved

Fixed

cxbanktivity

Planned

Rejected

Quarterly Roadmap

Monthly Roadmap

This is an unofficial feature request board in attempts to centralize features request for the staff at IGG Software while exposing the actual votes customers.While the <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://www.reddit.com/r/banktivity/">Reddit</a> board is good for feature requests, it is not possible to measure the level of importance of a vote. Note: With any Ideation process nothing is guaranteed. A company has to take into consideration time, the technical debt, and the true needs from all customers.Customer created by <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://www.macalmon-consulting.com/">MacAlmon Consulting</a>

Banktivity Customer Driven Feedback Portal

Main Roadmap